The Spiess McGlade Team


The Spiess McGlade Team

A sound approach for your future

The Spiess McGlade Team helps you achieve peace of mind by providing trusted advice and designing personalized solutions to help you meet your financial goals.

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Carl Spiess & Allan McGlade Allan McGlade Carl Spiess


Carl Spiess & Allan McGlade

Experience and Professionalism

With over 40 years combined experience managing clients' assets, Carl & Allan are well positioned to provide a full range of financial and estate planning services.

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Season's Greetings


Season's Greetings

All the best to you and yours for the holidays and 2017!

Our team would like to wish you and your family all the best for the holidays and 2017.

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Managed Money Reporter Newsletter

Editors Carl Spiess and Allan McGlade
Canada's longest running managed money investment newsletter

Season's Greetings

Issue 296

Season's Greetings — Team photo
All the best to you and yours for the holidays and 2017! Read article.

Market updates — Discussion with Ben Bernanke
Latest on the markets and a discussion with Ben Bernanke. Read article.

Year-end tax planning and dates
Get your RESP top ups and tax-loss selling done by Dec 23rd. Read article.

New CRM2 reports coming in 2017
New reporting provides more information to clients. Read article.

Team News — New title & toy drive
Andrew's new title and Brenda & Debbie collect teddy bears. Read article.

Scotiabank — A great place to work
For the 3rd year in a row, Scotiabank named one of World's Best Multinational Workplaces. Read article.

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Contact Us

T.  416.863.RRSP (7777)
F.  416.863.7479

ScotiaMcLeod is a division of Scotia Capital Inc., member of CIPF.

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® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

The Spiess McGlade Team is a personal trade name of Carl Spiess and Allan McGlade.